Your members are forming businesses. Capture them first.

Free LLC formation, AI bookkeeping, and tax services — embedded in your digital banking, white-labeled under your brand.

Schedule a demo See the opportunity

25% of members run businesses through personal accounts. Activate them with embedded formation and accounting services.

$120+ annual revenue per member from embedded services. Revenue share model.

87% of new LLCs go to national banks. Intercept them.

LegalZoom routes to Chase. Stripe Atlas routes to Mercury. Jupid routes to you.

Capture at formation, keep for life

Free LLC filing under your brand. Business account opened same day. 7-year relationship starts here.

LLC Filing
Free service
EIN + Docs
With Jupid
AI Bookkeeping
Included
Tax-Ready
Year-round

AI bookkeeping for every business member

95.9% categorization accuracy. WhatsApp and iMessage support. Zero training required for members.

Tax-ready books, embedded in banking

Schedule C preparation, deduction tracking, CPA oversight — all inside your digital banking platform.

Schedule C
IRS Form 1040
Line 1 Gross receipts
$87,400
Line 10 Commissions and fees
$2,150
Line 18 Office expense
$4,847
Line 28 Total expenses
$23,891
Line 31 Net profit
80%

Built for your digital banking platform.

Banno (Jack Henry) is live. API-only, no core changes. 4-6 weeks to go-live.

Every data source, one accounting layer

All US banks via Plaid, Stripe, payment processors. Jupid categorizes and structures. Clean data flows to members and your institution.

Members get help where they already are

WhatsApp, iMessage, or embedded chat. Proactive clarification, receipt processing, and real-time answers — no app to download.

Questions credit unions ask before embedding Jupid.

Partnership & integration

How does the integration work?
API-only connection to your digital banking platform. Banno (Jack Henry) is live today. No core system changes required. Typical go-live is 4-6 weeks.

What's the revenue model?
Revenue share on active business members using embedded services. No upfront licensing fees. You earn as your members engage.

Is it white-labeled?
Fully. Members see your credit union's brand, logo, and colors throughout the entire experience — from LLC formation to bookkeeping to tax prep.

What about data security and compliance?
SOC 2 compliant. Member data stays within your compliance framework. Jupid processes transactions but your institution remains the custodian.

Member experience

What do members actually get?
Free LLC formation (any state), EIN, Operating Agreement, AI bookkeeping with 95.9% accuracy, Schedule C tax preparation, and WhatsApp/iMessage support. All included.

Do members need training?
No. The interface is conversational — members interact via WhatsApp, iMessage, or embedded chat. No accounting knowledge required.

What about members who already have an LLC?
They can connect their existing business and start with AI bookkeeping immediately. Formation is optional — the accounting and tax services work standalone.